See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,535 | $81,632+69.7% | $70,449+96.6% | $158,922-12.8% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 20.24% | 208.40%-188.2pp | 109.03%-88.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $6,912 | $3,217+114.8% | $2,737+152.6% | $4,761+45.2% |
| Participant deferral / active EE | $8,090 | $4,554+77.6% | $3,709+118.1% | $5,982+35.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |